CRMJetty

Many insurance companies have started adopting a proper CRM system like Salesforce to streamline process management for their companies. Using a robust CRM like Salesforce means your data gets centralized, collaboration becomes easier, and you can achieve optimal operational efficiency. Although Salesforce is a phenomenal CRM system, when it is tethered to legacy systems, it cannot be used to its full potential. So, instead of top-notch operational efficiency, you get a broke

Customer and partner portals have become the go-to for businesses working with outside users. Whether you're handling support tickets, swapping files, or keeping deals moving, portals help keep everything in one spot and the back-and-forth organized. Here's the thing, though—people don't always use portals from their desks. Sales reps are constantly traveling. Techs are out fixing things at customer locations. Partners and consultants bounce around all day. When you're in tho

Thanks to the technological advancements and easy access to high-speed internet, the education technology market is estimated to reach USD 348.41 billion by 2030 ( source ). Various educational institutions have adopted these digital resources and a robust CRM, such as Salesforce, to manage them. But this has made the academic lifecycle more complex than it was before. It is not just about course listing and semester schedules anymore. Instead, today, institutions are navigat

Customer service is entering its most transformative era. Something big is happening, and no, this is not about another chatbot upgrade or a fancier ticketing system. The shift happening right now is structural. The kind of change that separates companies that thrive from those scrambling to catch up. Big brands like Apple, Amazon, and Netflix are setting the expectations higher than ever with their seamless support, predictive analysis, and exceptional experiences. This is l

Educational institutions are adopting digital solutions for everything—from admissions and grading to fee management and salary structuring—often using CRMs like Dynamics 365. And yet, attendance tracking is still stuck in 2005. Institutions still rely on Excel spreadsheets, manual roll calls, LMS logs, or paper sheets to mark attendance. The gap with this system? It is inefficient, prone to human error, and disconnected from the modern system, i.e, CRM. Today, Dynamics 365 e